Extract to table

| Form / Filing | Description | Filing Entity / Responsible Party | EIN | Filing Deadline | Filed With | Applicable IRC Section | Status | Assigned To | Notes / Comments 1 | Form 8308 | Report of a Sale or Exchange of Certain Partnership Interests — reports the exchange of Pinnacle membership interests by all pre-closing members in connection with the closing on May 31, 2024 | Pinnacle Health Services Group LLC | 82-1947632 | March 17, 2025 (with Pinnacle's 2024 Form 1065, due date for taxable year ending December 31, 2024) | IRS — attached to Form 1065 | Section 6050K | Pending — to be prepared with 2024 partnership return | Caldwell Pratt & Moorehouse LLP / Robert Jansen | Must identify each seller by name, TIN, and share of partnership interest exchanged

Must report each member's distributive share of income, gain, loss, deduction, and credits for the pre-closing period

| Ardent Healthcare Holdings LLC | 93-2187445 | Due with Holdings LLC's 2024 Form 1065 (March 17, 2025, or extended) | Issued to each member; filed with IRS | Section 704 | Pending | Caldwell Pratt & Moorehouse LLP | Must reflect Section 704(b) capital account provisions per LLC operating agreement

Must include Section 754 election statement, Form 8308, and all K-1s for pre- and post-closing periods

Section 743(b) adjustment schedule must be included

Must reflect rollover contributions under Section 721 and capital account setup